Strategic Financial Stewardship for High-Growth Entities

Your business deserves more than a spreadsheet. We take the full weight of bookkeeping and accounting off your plate — organizing your finances, monitoring cash flow, and building a tax strategy that keeps more money where it belongs: in your business.

• Accounting for all types of small businesses

• Detailed financial statements

• Budgeting and cash flow forecasting

• Outsourced bookkeeping services

• Tax planning and preparation

• QuickBooks™ setup and support

• Payroll processing

• Business incorporation and advisory

The right structure from day one changes everything. We help new businesses choose the best entity, minimize taxes from the start, write a solid business plan, and set up accounting processes that scale with you — whether you're forming an LLC, S Corp, or C Corp.

• Business formation — LLC, S Corp, C Corp

• Entity selection and advisory

• Business plan writing for financing

• Tax planning for new businesses

• Accounting and bookkeeping setup

• QuickBooks™ configuration

Payroll mistakes are expensive. Penalties compound fast, and the tax rules are anything but simple. We handle every aspect of payroll for your team — accurately, on time, every time — so you can stop worrying and get back to work.

• Direct deposit processing

• Payroll tax filings

• W-2, W-3, and 1099 preparation

• Weekly, bi-weekly, or monthly schedules

• Customized payroll reports

• Workers' compensation audits

• Unemployment claims

You've worked hard to build it — now let's protect it. We take a holistic approach to wealth planning for business owners and high-net-worth individuals, building strategies that preserve assets, reduce tax exposure, and secure your family's financial future across generations.

• Retirement planning

• Estate planning and trusts

• Business succession planning

• College savings plans

• Asset and investment management

• Charitable giving strategies

• Tax-efficient wealth transfer

Most accountants show up at tax time. We're with you all year. We proactively manage your tax liability, respond to new legislation as it happens, and make one promise: you will never pay more than the law requires.

• Strategic planning for businesses and individuals

• Multi-state tax planning

• Alternative minimum tax (AMT) planning

• Trust and estate planning

• Business succession planning

• Nonprofit tax planning

A real local accountant — not software — reviewing every line of your return. We know the current tax code inside and out, catch what automated tools miss, and file accurately the first time, so you never have to worry about overpaying or hearing from the IRS.

• Individual tax returns (all filing statuses)

• Business tax returns — corporate, LLC, partnerships

• Multi-state preparation

• Estate and trust returns

• Form 990 for nonprofits

• Expatriate returns and FBAR filing

• E-file for faster refunds

Facing the IRS alone is never a good idea. We step in as your advocate, negotiate directly with federal and state agencies on your behalf, and find the resolution that works best for your situation — so you can stop losing sleep and move forward.

• IRS audit representation

• Back taxes and unfiled returns

• Tax lien and levy removal

• Wage garnishment release

• Penalty abatement

• Offer in Compromise

• Installment agreements

• Innocent spouse relief

The right setup makes all the difference. As Certified QuickBooks ProAdvisors, we configure your software correctly from day one — chart of accounts, invoice templates, and all — so you're not spending months untangling errors down the road. We also stick around with ongoing support when you need it.

• Selecting the right QuickBooks version for your business

• Full software installation and configuration

• Chart of accounts setup

• Invoice and template creation

• Data file review and clean-up

• Troubleshooting and ongoing support by phone or email